Effective 11/8/19, the Fund (formerly known as the Hartford Environmental Opportunities Fund) changed its name and principal investment strategy. The fund also added Schroder Investment Management North America Inc. as a sub-adviser and Schroder Investment Management North America Ltd. as a sub-sub-adviser to the Fund. Returns prior to 11/8/19 reflect the performance of the Fund’s prior strategy. Please refer to the prospectus for more information.
Seeks long-term capital appreciation.
A multi-manager fund designed to seek opportunities that address climate change, including clean energy, sustainable transportation, and water/resource management.
Portfolio Managers from Schroders
% (as of 4/30/2021)
Average Annual Total Returns % (as of 4/30/2021)
|Hartford Climate Opportunities I||8.51||76.57||20.35||16.81||---||18.32|
|Morningstar World Small/Mid Stock Category||10.67||68.34||14.29||15.47||---||---|
% (as of 3/31/2021)
Average Annual Total Returns % (as of 3/31/2021)
|Hartford Climate Opportunities I||5.63||89.81||19.18||16.50||---||18.02|
|Morningstar World Small/Mid Stock Category||6.02||79.23||12.84||14.79||---||---|
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
|As of Date||3/31/2021|
|Net Assets||$111 million|
|% in Equities||95|
|% in Foreign Equities||49|
Theme Exposure (%)
|Environmental Resource Management||20|
|Low Carbon Leaders||6|
|Environmental Resource Management||16|
|Low Carbon Leaders||5|
Top Ten Holdings (%)
|National Grid plc||2.64|
|Deere & Co.||2.43|
|China Longyuan Power Group Corp. Ltd.||1.82|
|Westinghouse Air Brake Technologies Corp.||1.73|
|Daikin Industries Ltd.||1.60|
|Total Portfolio %||18.61|
|Vestas Wind Systems A/S||3.50|
|National Grid plc||2.36|
|Deere & Co.||2.16|
|Hannon Armstrong Sustainable Infrastructure Capital, Inc.||2.14|
|First Solar, Inc.||2.13|
|Daikin Industries Ltd.||1.87|
|China Longyuan Power Group Corp. Ltd.||1.81|
|Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen||1.58|
|Total Portfolio %||20.77|
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03/31/2021 | pdf
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
03/31/2021 | pdf
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
03/31/2021 | pdf
This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
An unaudited six-month record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
A yearly audited record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.